Following strong demand from investors for solutions that drive positive environmental change while delivering broad market alpha, Vontobel today announces the expansion of its product offerings for US investors with an SEC-registered 40-Act mutual fund.
The Vontobel Global Environmental Change Fund (ENVRX) targets companies that are leaders in clean technology and poised to benefit from the global trend toward more sustainable urbanization and industrialization. The fund is managed by Pascal Dudle, Vontobel’s Head of Listed Impact, who has more than 20 years of investment experience. With the goal of delivering an unconstrained high-conviction portfolio, Pascal and his team adhere to integrating financial, impact and sustainability criteria, following a consistent and disciplined investment process. The fund seeks to invest in companies that address challenges represented by six impact pillars: clean energy infrastructure, clean water, building technology, low-emission transportation, resource-efficient industry, and lifecycle management.
“There is a growing desire from investors to seek companies that generate a positive impact on the environment. At Vontobel, we drive change by actively investing in publicly traded companies that address today’s most pressing global challenges, delivering real world outcomes. We believe that companies providing scalable solutions to these challenges have the potential to outperform their peers and generate a measurable positive impact,” commented Pascal, “particularly if their balance sheets and long-term earnings are strong.”
Vontobel has been offering impact solutions to investors since 2008. This strategy was developed by Pascal and launched initially in 2008 for European and Asian investors. The launch of the Global Environmental Change Fund is a further testament of the firm’s global commitment to taking responsibility on how investments can influence society, as well as the firm’s commitment to growth in North America. In 2022, Vontobel completed its multi-boutique expansion in North America.
Environmental, Social, and Governance (“ESG”) investing and criteria employed may be subjective in nature. The considerations assessed as part of ESG processes may vary across types of investments and issuers and not every factor may be identified or considered for all investments. Information used to evaluate ESG components may vary across providers and issuers as ESG is not a uniformly defined characteristic. ESG investing may forego market opportunities available to strategies which do not utilize such criteria. There is no guarantee the criteria and techniques employed will be successful.
Legal information This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.
An investor should consider the Fund's investment objectives, risks, and charges and expenses carefully before investing or sending any money. This and other important information about the Fund can be found in the Fund's prospectus which can be obtained at am.vontobel.com/en/strategies/mutual-funds. Please read the prospectus carefully before investing. The Vontobel Funds are advised by Vontobel Asset Management, Inc. and distributed through Foreside Financial Services, LLC, member FINRA/SIPC. The Vontobel Funds are not FDIC insured, may lose value, and have no bank guarantee.
Investing in mutual funds involves risk, including possible loss of principal, and there is no assurance that the investment objective of any fund will be achieved.
